Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 07/05/2024
ADV Location FAIRFAX, VA, United States
Contact Info 201 xxxxxxx
AUM* 773,573 -21%
of that, discretionary 773,573 -21%
Number of Employees 3 50%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 773,573 -21%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1M 860K 717K 573K 430K 287K 143K
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees